+85.6%
IREN vs PSX
+305.4%
-219.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.6% | -4.0% | -3.6% |
| 7D | +14.6% | +1.8% | +12.7% | +13.8% |
| 30D | +17.1% | +21.6% | -4.5% | +8.3% |
| 3M | -16.0% | +46.5% | -62.5% | -28.5% |
| 6M | +16.8% | +62.0% | -45.2% | -6.5% |
| YTD | +20.1% | +106.3% | -86.2% | -14.8% |
| 1Y | +50.3% | +103.0% | -52.7% | +6.6% |
| 3Y | +871.5% | +135.5% | +736.0% | +522.4% |
| All | +85.6% | +305.4% | -219.8% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PSX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling